Wealth Management

Wealth Management

Our discretionary investment service provides proactive management of your funds without the need for you to be involved in day-to-day decision-making. Our unique approach uses a “basket” of securities to:

  • ...reduce risk by diversification
  • ...avoid stamp duty
  • ...benefit from trading throughout the day rather than just once.

Talk to us about how this service might work for you.
 

La Playa: Investing with Intelligence:  

  • Independent professional advice
  • “Can do” culture
  • First class personal service
Red Lips

“Such a fantastic event, such eclectic art and such an elegant gathering of minds. I think I speak for all when I say we were all truly enriched in more ways than one.”

Roya A